{"collected_at":"2026-09-02T14:40:06Z","data_type":"财报数据+AI解读","source":"synthesis","raw":{"product":"global-earnings-synthesis","market":"A股+美股","sector":"中美财报景气对照","collected_at":"2026-09-02T14:40:06Z","data_source":"汇总 13 个板块财报产品的聚合（源: AkShare 业绩报表 + SEC EDGAR）","boards":[{"product_id":"cn-earnings-bank","market":"A股","sector":"银行","stock_count":12,"revenue_yoy_median":5.78,"profit_yoy_median":3.68,"profit_up_ratio_pct":83.3,"top3_revenue_share_pct":49.7,"regime":"分化"},{"product_id":"cn-earnings-battery","market":"A股","sector":"新能源","stock_count":12,"revenue_yoy_median":29.85,"profit_yoy_median":33.33,"profit_up_ratio_pct":58.3,"top3_revenue_share_pct":56.4,"regime":"分化"},{"product_id":"cn-earnings-pharma","market":"A股","sector":"医药","stock_count":12,"revenue_yoy_median":2.38,"profit_yoy_median":-8.11,"profit_up_ratio_pct":41.7,"top3_revenue_share_pct":51.4,"regime":"分化"},{"product_id":"cn-earnings-liquor","market":"A股","sector":"白酒食品","stock_count":12,"revenue_yoy_median":-1.39,"profit_yoy_median":-0.77,"profit_up_ratio_pct":50.0,"top3_revenue_share_pct":57.7,"regime":"分化"},{"product_id":"cn-earnings-gold","market":"A股","sector":"黄金有色","stock_count":12,"revenue_yoy_median":38.77,"profit_yoy_median":109.97,"profit_up_ratio_pct":100.0,"top3_revenue_share_pct":67.9,"regime":"扩张"},{"product_id":"cn-earnings-defense","market":"A股","sector":"军工","stock_count":12,"revenue_yoy_median":-5.26,"profit_yoy_median":-15.99,"profit_up_ratio_pct":33.3,"top3_revenue_share_pct":60.6,"regime":"收缩"},{"product_id":"us-earnings-chips","market":"美股","sector":"芯片半导体","stock_count":10,"revenue_yoy_median":36.64,"profit_yoy_median":80.3,"profit_up_ratio_pct":62.5,"top3_revenue_share_pct":78.3,"regime":"扩张"},{"product_id":"us-earnings-finance","market":"美股","sector":"金融银行","stock_count":6,"revenue_yoy_median":7.1,"profit_yoy_median":33.86,"profit_up_ratio_pct":100.0,"top3_revenue_share_pct":75.9,"regime":"扩张"},{"product_id":"us-earnings-pharma","market":"美股","sector":"医药健康","stock_count":6,"revenue_yoy_median":5.83,"profit_yoy_median":12.64,"profit_up_ratio_pct":50.0,"top3_revenue_share_pct":76.7,"regime":"分化"},{"product_id":"us-earnings-energy","market":"美股","sector":"能源","stock_count":5,"revenue_yoy_median":42.34,"profit_yoy_median":102.53,"profit_up_ratio_pct":80.0,"top3_revenue_share_pct":92.1,"regime":"扩张"},{"product_id":"us-earnings-consumer","market":"美股","sector":"消费零售","stock_count":6,"revenue_yoy_median":6.4,"profit_yoy_median":4.84,"profit_up_ratio_pct":80.0,"top3_revenue_share_pct":90.9,"regime":"分化"}],"ranking":["cn-earnings-gold","us-earnings-energy","us-earnings-chips","us-earnings-finance","cn-earnings-battery","us-earnings-pharma","us-earnings-consumer","cn-earnings-bank","cn-earnings-liquor","cn-earnings-pharma","cn-earnings-defense"],"ai_analysis":"## 中美财报景气对照（全球板块横切，AI 综合解读）\n- 覆盖 11 个板块（A股 6 + 美股 5），个股合计 105 家。\n- A股板块净利同比中位数（板块间中位）: 1.46%；美股: 33.86%。\n- 净利同比景气排名（最强→最弱）:\n  1. [A股] 黄金有色: 109.97%（景气=扩张，增长家数占比 100.0%）\n  2. [美股] 能源: 102.53%（景气=扩张，增长家数占比 80.0%）\n  3. [美股] 芯片半导体: 80.3%（景气=扩张，增长家数占比 62.5%）\n  4. [美股] 金融银行: 33.86%（景气=扩张，增长家数占比 100.0%）\n  5. [A股] 新能源: 33.33%（景气=分化，增长家数占比 58.3%）\n  6. [美股] 医药健康: 12.64%（景气=分化，增长家数占比 50.0%）\n  7. [美股] 消费零售: 4.84%（景气=分化，增长家数占比 80.0%）\n  8. [A股] 银行: 3.68%（景气=分化，增长家数占比 83.3%）\n  9. [A股] 白酒食品: -0.77%（景气=分化，增长家数占比 50.0%）\n  10. [A股] 医药: -8.11%（景气=分化，增长家数占比 41.7%）\n  11. [A股] 军工: -15.99%（景气=收缩，增长家数占比 33.3%）\n- 结论：当前最景气板块为 [A股]黄金有色（109.97%），最弱为 [A股]军工（-15.99%）。\n- 用法：配合各板块财报明细产品（cn-earnings-* / us-earnings-*）逐板块下钻；仅供研究参考，不构成投资建议。"}}